Account Manager - LATAM (Remote - Work from Anywhere)

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Requirements:

• 5+ years of customer facing banking experience in private banking, private wealth, investment banking or commercial banking.
• Fluent in English and Spanish
• Professional or personal exposure to the crypto markets.
• Track record of originating leads and managing existing relationships with customers in the financial services industry.
• Confidence in orchestrating face to face and online meetings with customers and handling enquiries from prospects at industry events.
• Track record of achieving KPIs/targets relating to conversion and AUM growth
• Strong regional network in the financial services sector
• A solid understanding of fiat payment rails and stablecoins.

Responsibilities:

• Originate, onboard and maintain HNW customer relationships in the LATAM region.
• Understand their customers needs and formulate appropriate solutions to meet the needs based on the customers circumstances and risk appetite
• Act as an escalation point regionally for Customer Success Advisors when providing banking services to customers
• Attend regional events to promote the Xapo brand and obtain new leads. Meet existing customers face to face to grow relationships.
• Monitor customers portfolio and provide timely update to clients as appropriate
• Be an expert in the products Xapo offers, perform regular reviews with customers to re-assess client’s risk profile and wealth management needs
• Perform tasks in accordance with regulatory and compliance requirements
• Achieving your KPIs/targets in alignment with the overall objectives of the team and business
• Providing product demonstrations to prospects and customers.
• Working alongside the team to draw up strategies to increase customer base and cross selling opportunities to grow AUM.
• Take all measures, go above and beyond, to ensure clients needs are met whether this is through the onboarding process or when they have become a member
• Keeping up-to-date with advancements in the crypto and traditional finance industries
• Escalate issues that are specific to the region to Product and other partner teams